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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Tally.

Add your action

An action happens after the trigger—such as "Advanced: Convert File" in ConvertAPI PDF Tools.

You’re connected!

Zapier seamlessly connects Tally and ConvertAPI PDF Tools, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Select a form
  Required
Trigger
Instant
Try It
- File
  Required
- Output FileName
- Convert Header
- Convert Attachments
- Page Size
Action
Write
- File
  Required
- Password
- Output FileName
Action
Write
- File
  Required
- Password
- Output FileName
- Wysiwyg
- Enable Ocr
- Ocr Language
Action
Write
- File
  Required
- Password
- Output FileName
- PdfaVersion
  Required
Action
Write

- File
  Required
- Password
- Output FileName
- Enable Ocr
- Ocr Language
Action
Write
- File
  Required
- Preset by regulation type
  Required
- Personally Identifiable Information (PII)
- Patient Health Information (PHI)
- Financial Data
- Legal and Contractual Data
- Confidential
- Redaction data
- Password
- Output FileName
Action
Write

- File
  Required
- Password
- Output FileName
- Include Formatting
- Single Sheet
- Enable Ocr
- Ocr Language
Action
Write
- Url
  Required
- Output file name
- Page Size
- Page Orientation
Action
Write

- File
  Required
- Convert from
- Convert to
  Required
Action
Write
- Files
  Required
- Output FileName
- Page Size
- Page Orientation
- Margin Horizontal
- Margin Vertical
Action
Write
- File
  Required
- Password
- Compression Presets
  Required
- Output FileName
Action
Write
- Files
  Required
- Password
- Output FileName
- Page Size
- Page Orientation
- Bookmarks Toc
Action
Write
- File
  Required
- Password
- Output FileName
- Image Resolution
- Image Height
- Image Width
Action
Write
- File
  Required
- Protect With Password
- Output FileName
Action
Write
- File
  Required
- Password
- Output FileName
Action
Write
- Url
  Required
- Output file name
- Image Height
- Image Width
Action
Write
- Url
  Required
- Output file name
- Image Height
- Image Width
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Tally and ConvertAPI PDF Tools to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Tally on the Zapier blog

Make work flow with AI

Level up your Tally to ConvertAPI PDF Tools integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Tally

The simplest way to create beautiful forms and surveys, for free.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ConvertAPI PDF Tools

ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge, split, compress, OCR and AI redact.